| J2 Capital Management Inc |
Troy, MI |
Q1 2025
|
104
|
$110 M
|
| JABODON PT CO |
Reno, NV |
Q1 2025
|
2
|
$79 M
|
| Jabre Capital Partners S.A. |
Geneva, Switzerland |
Q4 2018
|
22
|
$88 M
|
| Jackson Creek Investment Advisors LLC |
Castle Rock, CO |
Q1 2025
|
286
|
$310 M
|
| Jackson Financial Management |
Costa Mesa, CA |
Q4 2019
|
43
|
$190 M
|
| Jackson, Grant Investment Advisers, Inc. |
Stamford, CT |
Q1 2025
|
380
|
$260 M
|
| JACKSON HILL ADVISORS, LLC |
Houston, TX |
Q1 2025
|
12
|
$180 M
|
| Jackson Hole Capital Partners, LLC |
Tulsa, OK |
Q1 2025
|
279
|
$500 M
|
| JACKSON PARK CAPITAL, LLC |
Alpine, UT |
Q4 2016
|
35
|
$54 M
|
| JACKSON SQUARE CAPITAL, LLC |
San Francisco, CA |
Q1 2025
|
132
|
$310 M
|
| Jackson Square Partners, LLC |
Larkspur, CA |
Q1 2025
|
55
|
$740 M
|
| JACKSON THORNTON WEALTH MANAGEMENT, LLC |
Montgomery, AL |
Q1 2025
|
187
|
$750 M
|
| Jacksonville Wealth Management, LLC |
Jacksonville, FL |
Q1 2025
|
60
|
$100 M
|
| Jackson Wealth Management, LLC |
Lake Mary, FL |
Q1 2025
|
169
|
$820 M
|
| JACOB ASSET MANAGEMENT OF NEW YORK LLC |
Hermosa Beach, CA |
Q3 2023
|
66
|
$71 M
|
| Jacobi Capital Management LLC |
Pittston, PA |
Q4 2024
|
566
|
$1.3 B
|
| JACOBS ASSET MANAGEMENT, LLC |
New York, NY |
Q1 2025
|
31
|
$160 M
|
| JACOBS & CO/CA |
San Francisco, CA |
Q1 2025
|
122
|
$940 k
|
| Jacobsen Capital Management |
Salt Lake City, UT |
Q1 2025
|
100
|
$230 M
|
| JACOBS LEVY EQUITY MANAGEMENT, INC |
Florham Park, NJ |
Q1 2025
|
1,060
|
$25 B
|
| JACOBSON & SCHMITT ADVISORS, LLC |
Middleton, WI |
Q1 2025
|
42
|
$490 M
|
| Jacobus Wealth Management, Inc. |
Milwaukee, WI |
Q3 2017
|
207
|
$380 M
|
| Jade Capital Advisors, LLC |
Essex Fells, NJ |
Q3 2024
|
98
|
$160 M
|
| Jaffetilchin Investment Partners, LLC |
Tampa, FL |
Q1 2025
|
403
|
$1.4 B
|
| Jafra Capital Management LP |
New York, NY |
Q3 2018
|
1
|
$0
|
| JAG CAPITAL MANAGEMENT, LLC |
St Louis, MO |
Q1 2025
|
147
|
$750 M
|
| Jain Global LLC |
New York, NY |
Q1 2025
|
1,042
|
$8.4 B
|
| James Hambro & Partners LLP |
London, United Kingdom |
Q1 2025
|
54
|
$2.4 B
|
| JAMES INVESTMENT RESEARCH, INC. |
Alpha, OH |
Q1 2025
|
326
|
$790 M
|
| James J. Burns & Company, LLC |
Melville, NY |
Q1 2025
|
143
|
$560 M
|
| James Reed Financial Services, Inc. |
Cleveland, OH |
Q1 2025
|
16
|
$90 M
|
| JAMISON EATON & WOOD INC /NJ |
Bedminster, NJ |
Q1 2015
|
113
|
$350 M
|
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. |
Milton, GA |
Q1 2025
|
195
|
$660 M
|
| JANA PARTNERS LLC |
New York, NY |
Q2 2023
|
9
|
$1.3 B
|
| JANA Partners Management, LP |
New York, NY |
Q1 2025
|
10
|
$1.9 B
|
| JANE STREET GROUP, LLC |
New York, NY |
Q1 2025
|
13,402
|
$400 B
|
| Jane Street Holding, LLC |
New York, NY |
Q3 2014
|
1
|
$0
|
| JANICZEK WEALTH MANAGEMENT, LLC |
Denver, CO |
Q2 2024
|
1,091
|
$480 M
|
| Janney Capital Management LLC |
Pittsburgh, PA |
Q1 2025
|
229
|
$1.5 B
|
| Janney Montgomery Scott LLC |
Philadelphia, PA |
Q1 2025
|
2,664
|
$35 B
|
| January Capital Advisors LLC |
San Francisco, CA |
Q2 2022
|
41
|
$110 M
|
| JANUS CAPITAL MANAGEMENT LLC |
Denver, CO |
Q1 2017
|
1,722
|
$120 B
|
| JANUS HENDERSON GROUP PLC |
London, United Kingdom |
Q1 2025
|
4,554
|
$180 B
|
| Japan Post Holdings Co., Ltd. |
Tokyo, Japan |
Q1 2025
|
1
|
$5.8 B
|
| Japan Science & Technology Agency |
Tokyo, Japan |
Q1 2025
|
13
|
$6.5 B
|
| JARISLOWSKY, FRASER Ltd |
Montreal, Quebec |
Q1 2025
|
185
|
$16 B
|
| J Arnold Wealth Management Co |
Youngstown, OH |
Q4 2023
|
35
|
$290 M
|
| JASINKIEWICZ CAPITAL MANAGEMENT, LP |
Summit, NJ |
Q2 2015
|
1
|
$0
|
| Jasper Ridge Partners, L.P. |
Menlo Park, CA |
Q1 2025
|
148
|
$3.1 B
|
| JAT CAPITAL MANAGEMENT, L.P. |
Greenwich, CT |
Q4 2015
|
1
|
$0
|
| JAT Capital Mgmt LP |
Greenwich, CT |
Q1 2025
|
21
|
$280 M
|
| JAYHAWK CAPITAL MANAGEMENT, L.L.C. |
Shawnee, KS |
Q4 2019
|
1
|
$60 M
|
| JB Capital LLC |
Wethersfield, CT |
Q1 2025
|
221
|
$1.8 B
|
| JB CAPITAL PARTNERS LP |
Armonk, NY |
Q1 2025
|
79
|
$480 M
|
| JBF Capital, Inc. |
Aspen, CO |
Q1 2025
|
66
|
$520 M
|
| JBGlobal.com LLC |
New York, NY |
Q1 2025
|
32
|
$96 M
|
| JB Investments Management, LLC |
Phoenixville, PA |
Q1 2024
|
1
|
$0
|
| JBJ Investment Partners, LLC |
Charleston, SC |
Q4 2021
|
63
|
$480 M
|
| JBR Co Financial Management Inc |
Ardmore, OK |
Q1 2025
|
114
|
$170 M
|
| JCF III AIV I GP Ltd. |
New York, NY |
Q3 2018
|
1
|
$0
|
| JCIC Asset Management Inc. |
Toronto, Ontario, Canada |
Q1 2025
|
164
|
$240 M
|
| JCP Investment Management, LLC |
Houston, TX |
Q1 2025
|
17
|
$160 M
|
| JCSD Capital, LLC |
Walnut Creek, CA |
Q4 2023
|
20
|
$33 M
|
| JD CAPITAL MANAGEMENT LLC |
Darien, CT |
Q3 2021
|
1
|
$0
|
| JDC-JSC L.P. |
New York, NY |
Q3 2020
|
28
|
$21 M
|
| JD Financial Services Inc. |
Carlisle, PA |
Q4 2021
|
39
|
$120 M
|
| JDH Wealth Management, LLC |
Santa Rosa, CA |
Q1 2025
|
47
|
$120 M
|
| JDM Financial Group LLC |
Austin, TX |
Q1 2025
|
300
|
$200 M
|
| Jeereddi Investments, LP |
Los Angeles, CA |
Q4 2022
|
40
|
$38 M
|
| Jefferies Capital Partners LLC |
New York, NY |
Q3 2014
|
1
|
$0
|
| Jefferies Financial Group Inc. |
New York, NY |
Q1 2025
|
1,561
|
$11 B
|
| Jefferies Group LLC |
New York, NY |
Q3 2022
|
1,610
|
$12 B
|
| Jeneq Management LP |
New York, NY |
Q4 2022
|
8
|
$22 M
|
| Jenkins Wealth |
Englewood, CO |
Q4 2022
|
81
|
$250 M
|
| JENNISON ASSOCIATES LLC |
New York, NY |
Q1 2025
|
809
|
$140 B
|
| JENSEN INVESTMENT MANAGEMENT INC |
Lake Oswego, OR |
Q1 2025
|
84
|
$9.0 B
|
| Jentner Corp |
Akron, OH |
Q1 2025
|
53
|
$330 M
|
| JEPPSON WEALTH MANAGEMENT, LLC |
Manhattan Beach, CA |
Q1 2025
|
206
|
$270 M
|
| Jericho Capital Asset Management L.P. |
New York, NY |
Q1 2025
|
23
|
$5.5 B
|
| JERICHO FINANCIAL, LLP |
Westerville, OH |
Q1 2025
|
41
|
$140 M
|
| Jessup Wealth Management, Inc |
Dayton, OH |
Q1 2025
|
73
|
$240 M
|
| JET CAPITAL INVESTORS L P |
New York, NY |
Q3 2024
|
1
|
$0
|
| Jetstream Capital LLC |
Brentwood, TN |
Q3 2024
|
1
|
$1.4 M
|
| JFB Holdings Corp |
Atlanta, GA |
Q3 2016
|
39
|
$3.1 B
|
| JFG Wealth Management, LLC |
Denver, CO |
Q1 2025
|
80
|
$440 M
|
| JFS WEALTH ADVISORS, LLC |
Hermitage, PA |
Q1 2025
|
1,938
|
$1.5 B
|
| JGE Capital Management LLC |
San Francisco, CA |
Q3 2014
|
5
|
$46 M
|
| J. Goldman & Co LP |
New York, NY |
Q1 2025
|
461
|
$4.0 B
|
| JGP Global Gestao de Recursos Ltda. |
Rio De Janeiro, Brazil |
Q1 2025
|
35
|
$130 M
|
| JGP Wealth Management, LLC |
Bend, OR |
Q1 2025
|
186
|
$760 M
|
| J HAGAN CAPITAL, INC. |
Louisville, KY |
Q1 2025
|
65
|
$120 M
|
| JHL Capital Group LLC |
Chicago, IL |
Q3 2023
|
1
|
$0
|
| J.H. Whitney Capital Partners, LLC |
New Canaan, CT |
Q3 2016
|
1
|
$11 M
|
| J.H. Whitney Equity Partners VII, LLC |
New Canaan, CT |
Q1 2025
|
1
|
$260 M
|
| JIM SAULNIER & ASSOCIATES, LLC |
Fort Collins, CO |
Q1 2025
|
101
|
$130 M
|
| J. L. Bainbridge & Co., Inc. |
Sarasota, FL |
Q1 2025
|
103
|
$1.0 B
|
| JLB & ASSOCIATES INC |
Plymouth, MI |
Q1 2025
|
75
|
$720 M
|
| JLP Asset Management, LLC |
New York, NY |
Q1 2024
|
1
|
$0
|
| JMAC ENTERPRISES LLC |
Newtown, PA |
Q1 2025
|
111
|
$420 M
|
| JMG Financial Group, Ltd. |
Downers Grove, IL |
Q1 2025
|
120
|
$3.0 B
|
| JNBA Financial Advisors |
Bloomington, MN |
Q1 2025
|
647
|
$960 M
|
| JNE Partners LLP |
London, United Kingdom |
Q1 2025
|
7
|
$190 M
|
| Joel Adams & Associates, Inc. |
Asheville, NC |
Q1 2025
|
61
|
$110 M
|
| Joel Isaacson & Co., LLC |
New York, NY |
Q1 2025
|
398
|
$2.2 B
|
| Johanson Financial Advisors, Inc. |
Campbell, CA |
Q4 2021
|
129
|
$330 M
|
| JOHN G ULLMAN & ASSOCIATES INC |
Corning, NY |
Q1 2025
|
170
|
$650 M
|
| John & Kathleen Schreiber Foundation |
Lake Forest, IL |
Q1 2025
|
4
|
$140 M
|
| Johns Hopkins University |
Baltimore, MD |
Q1 2025
|
15
|
$2.7 B
|
| Johns Hopkins University Retiree Medical Benefits Trust |
Baltimore, MD |
Q3 2019
|
1
|
$0
|
| Johns Hopkins University Support Staff Pension Plan Trust |
Baltimore, MD |
Q3 2019
|
1
|
$0
|
| Johnson Bixby & Associates, LLC |
Vancouver, WA |
Q1 2025
|
115
|
$670 M
|
| Johnson Financial Group, Inc. |
Racine, WI |
Q1 2025
|
1,191
|
$2.0 B
|
| Johnson Financial Group, LLC |
Denver, CO |
Q1 2025
|
99
|
$950 M
|
| JOHNSON INVESTMENT COUNSEL INC |
Cincinnati, OH |
Q1 2025
|
805
|
$10 B
|
| JOHNSON & JOHNSON |
New Brunswick, NJ |
Q1 2025
|
20
|
$340 M
|
| Johnson & Johnson Innovation - JJDC, Inc. |
New Brunswick, NJ |
Q2 2021
|
21
|
$980 M
|
| Johnson Midwest Financial, LLC |
Glidden, IA |
Q3 2023
|
376
|
$45 M
|
| Johnson & White Wealth Management, LLC |
York, PA |
Q1 2025
|
98
|
$180 M
|
| John W. Brooker & Co., CPAs |
Oakland, CA |
Q1 2025
|
77
|
$240 M
|
| JOHO CAPITAL LLC |
New York, NY |
Q1 2025
|
8
|
$580 M
|
| Jolley Asset Management, LLC |
Rocky Mount, NC |
Q1 2020
|
77
|
$130 M
|
| JONES FINANCIAL COMPANIES LLLP |
Des Peres, MO |
Q1 2025
|
4,412
|
$110 B
|
| JONES ROAD CAPITAL MANAGEMENT, L.P. |
New York, NY |
Q1 2025
|
26
|
$160 M
|
| Jordan Park Group LLC |
San Francisco, CA |
Q1 2025
|
68
|
$1.4 B
|
| Jordan Park Trust Co LLC |
Portsmouth, NH |
Q1 2025
|
11
|
$110 M
|
| Joseph Group Capital Management |
Columbus, OH |
Q1 2025
|
97
|
$260 M
|
| Joseph P. Lucia & Associates, LLC |
Yorktown Heights, NY |
Q1 2025
|
140
|
$220 M
|
| Joseph R. Weiss, LLC |
New York, NY |
Q3 2019
|
6
|
$31 M
|
| JOSH ARNOLD INVESTMENT CONSULTANT, LLC |
Edina, MN |
Q1 2025
|
19
|
$120 M
|
| Joshua Nash II LLC |
New York, NY |
Q4 2013
|
1
|
$0
|
| Joule Financial, LLC |
Lexington, KY |
Q1 2025
|
103
|
$280 M
|
| Journey Advisory Group, LLC |
Covington, KY |
Q1 2025
|
275
|
$1.2 B
|
| Journey Beyond Wealth, LLC |
Roswell, GA |
Q1 2025
|
29
|
$110 M
|
| JOURNEY STRATEGIC WEALTH LLC |
Summit, NJ |
Q1 2025
|
2,156
|
$2.9 B
|
| JOYN Advisors, Inc. |
Atlanta, GA |
Q1 2020
|
108
|
$300 M
|
| J&P(CHINA)CAPITAL MANAGEMENT CO.,LTD |
Hong Kong, China |
Q3 2018
|
13
|
$0
|
| JPL Wealth Management, LLC |
Highlands Ranch, CO |
Q1 2025
|
131
|
$350 M
|
| J.P. Marvel Investment Advisors, LLC |
Boston, MA |
Q1 2025
|
69
|
$580 M
|
| JPMORGAN CHASE & CO |
New York, NY |
Q1 2025
|
33,562
|
$1.4 T
|
| J.P. Morgan Private Wealth Advisors LLC |
San Francisco, CA |
Q3 2023
|
1,710
|
$35 B
|
| J.P. Turner & Co Capital Mnagement, LLC |
Atlanta, GA |
Q3 2015
|
197
|
$96 M
|
| JP Wealth Management, Inc. |
Mt. Pleasant, SC |
Q1 2025
|
16
|
$120 M
|
| JRM Investment Counsel, LLC |
Omaha, NE |
Q1 2025
|
20
|
$290 M
|
| J.Safra Asset Management Corp |
New York, NY |
Q1 2025
|
305
|
$1.2 B
|
| J. Safra Sarasin Holding AG |
Basel, Switzerland |
Q1 2025
|
1,204
|
$5.5 B
|
| JS Capital Management LLC |
New York, NY |
Q1 2025
|
1
|
$170 M
|
| JSF Financial, LLC |
Los Angeles, CA |
Q1 2025
|
121
|
$380 M
|
| J. Stern & Co. LLP |
London, United Kingdom |
Q1 2025
|
36
|
$1.0 B
|
| JTC Employer Solutions Trustee Ltd |
St Helier, Jersey |
Q1 2025
|
318
|
$1.2 B
|
| JT Stratford LLC |
Gainesville, GA |
Q1 2025
|
276
|
$570 M
|
| Julex Capital Management, LLC |
Wellesley, MA |
Q3 2019
|
175
|
$42 M
|
| Jump Financial, LLC |
Chicago, IL |
Q1 2025
|
3,485
|
$7.3 B
|
| JUMP TRADING, LLC |
Chicago, IL |
Q2 2020
|
222
|
$150 M
|
| Jump Trading, LLC |
Chicago, IL |
Q1 2019
|
531
|
$310 M
|
| JUNCTURE WEALTH STRATEGIES, LLC |
Scottsdale, AZ |
Q1 2025
|
122
|
$260 M
|
| Juniper Capital Advisors, L.P. |
Houston, TX |
Q4 2023
|
1
|
$340 M
|
| Juniper Hill Capital Management LP |
Menlo Park, CA |
Q1 2025
|
4
|
$400 M
|
| Juniper Investment Company, LLC |
New York, NY |
Q1 2025
|
12
|
$220 M
|
| Junson Asset Management (Hong Kong) Ltd |
Hong Kong |
Q3 2023
|
1
|
$0
|
| Junto Capital Management LP |
New York, NY |
Q1 2025
|
81
|
$4.8 B
|
| JUPITER ASSET MANAGEMENT LTD |
London, United Kingdom |
Q1 2025
|
609
|
$10 B
|
| Jupiter Wealth Management LLC |
Glendale, CO |
Q1 2025
|
69
|
$170 M
|
| JUVONEN RONALD |
Kennett Square, PA |
Q3 2014
|
7
|
$40 M
|
| JVL Advisors, L.L.C. |
Houston, TX |
Q1 2020
|
28
|
$15 M
|
| jvl associates llc |
Wyoming, MI |
Q1 2025
|
58
|
$250 M
|
| JW Asset Management, LLC |
Miami Beach, FL |
Q1 2025
|
18
|
$180 M
|
| J.W. Childs Associates, L.P. |
Waltham, MA |
Q2 2016
|
1
|
$460 M
|
| J.W. COLE ADVISORS, INC. |
Tampa, FL |
Q1 2025
|
1,255
|
$3.2 B
|
| J. W. Coons Advisors, LLC |
Columbus, OH |
Q1 2025
|
231
|
$380 M
|
| JWEST, LLC |
Carmel, IN |
Q3 2014
|
17
|
$110 M
|